Confluence Investment Management LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Confluence Investment Management LLC
- $6.68 Billion
- Q1 2025
A detailed history of Confluence Investment Management LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Confluence Investment Management LLC holds 470,464 shares of IBTH stock, worth $10.6 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
470,464
Previous 1,417,941
66.82%
Holding current value
$10.6 Million
Previous $31.5 Million
66.48%
% of portfolio
0.16%
Previous 0.45%
Shares
21 transactions
Others Institutions Holding IBTH
# of Institutions
235Shares Held
44.7MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.93MShares$111 Million1.89% of portfolio
-
Morgan Stanley New York, NY3.46MShares$77.5 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA3.01MShares$67.4 Million2.56% of portfolio
-
Bank Of America Corp Charlotte, NC2.41MShares$54 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.51MShares$33.9 Million0.01% of portfolio